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Sync errors when deleting or deactivating tax categories in QuickBooks

Within QuickBooks, users are able to set up custom tax categories. Over time, these categories may become discontinued or fall out of use. If a QuickBooks user deletes or removes any of these categories, sync errors will occur when syncing with Acctivate. Some of the errors that occur include:

Warning TaxCategory Tax group Example Tax cannot be deleted since it is currently used by Acctivate data

If you have deleted a category or group, then you may encounter these issues. One way to resolve errors 1 and 3 is to change the tax category of the customers in Acctivate who were set up to use the deleted category to another one that is in use. Once that is done, run the sync. This must be done before errors like the second one can be fixed.

In the case of error 2, you’ll get this error if Acctivate is trying to create a customer in QuickBooks using the now deleted category. After taking the steps for errors 1 and 3, this error should go away. If it does not, then change the tax category, run a sync, then change the category back to the proper one and run one more sync. This will ensure that the Tax Category table in the database related to customers is properly updated and that customer records are referencing the most up to date version of it.